Every exit has 3 stages...

1. Preparing

2. The deal process

3. The transition

Most IFA firm owners know an exit will happen one day. Far fewer have had the opportunity to step back and understand what actually makes an exit successful and why some deals feel controlled and strategic while others quietly unravel. 

In this joint session with CATS, we walked through the full exit journey, from early preparation through to post-sale transition covering all the important points you need to know..

00:00 Welcome

01:01 Introduction
3:56 What if I’m not looking to sell now?
05:31 Preparing your business for sale
36:31 The deal process
53:27 The transition
1:00:52 Final thoughts

1:00:12 Wrap up